Financial Well-Being Team
Free Financial Coaching from our
Well-Being Team
We understand that everyone’s financial circumstances are unique. Our certified Financial Well-Being Coaches (FiCEP), along with our Community Mortgage Advisor, are here to help you navigate your specific situation to determine a plan to reach your life goals. When you meet with our team, you can can expect:
- One-on-one sessions in a friendly, judgment-free environment
- Expert advice to address your specific circumstances and financial goals
- Guidance in creating a customized life plan to help you achieve financial peace of mind
- Ongoing financial check-ins to support you every step of the way
So whether you need help creating a budget, managing debt, building credit, buying a home or maybe you just aren’t sure where to start, our goal is to empower you with the knowledge and tools to take control of your financial future!
Meet our Team
Janelle Holland
Financial Well-Being Coach
“My overall goal as a Financial Well-Being Coach is to make sure that my members end our meetings together feeling better about their financial future than before we met.”
Regions:
South KC, Lee's Summit, Blue Springs, Independence, Johnson County
Meet with Janelle
Jeremy Davis
Financial Well-Being Coach
“I’m a firm believer that financial literacy should be accessible to everyone, and the most rewarding experience for me is helping members feel empowered to achieve their financial goals.”Regions:
South KC, Lee's Summit, Blue Springs, Independence, Johnson County
Leah Wilken
Financial Well-Being Coach
"I have a passion for creating real relationships and thrive on the credit union philosophy of “People Helping People." I truly believe that everyone should have access to the resources that are vital for financial peace of mind.”Regions:
Wyandotte County,
Midtown
Meet with Leah
Ryan Steitz
Financial Well-Being Coach
“Dreams are what drive people, and money is a tool. I take great pride in educating and coaching members to use their money in smart ways that will help make those dreams come true.”Regions:
North KC, Leavenworth County, Platte County, Clay County
Jackie Rogers
Community
Mortgage Advisor
“I’m passionate about assisting members in obtaining financially responsible homeownership by building personalized partnerships and fostering economic empowerment that influences future generations.”
Resources to Get You Started
We’re Here to Help
Schedule a meeting with one of our certified Financial Well-Being Coaches (FiCEP) to develop a customized life plan to meet your financial goals.
From the Blog
What is Credit?
Creating Your Retirement Strategy
